+294.5%
KEEL vs TRMB
+57.2%
+237.2%
-95.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | +1.4% | +2.3% | +2.6% |
| 7D | +2.9% | -3.0% | +5.9% | +5.6% |
| 30D | +0.8% | +2.3% | -1.5% | -2.0% |
| 3M | -35.3% | +15.3% | -50.6% | -45.7% |
| 6M | +59.4% | -14.7% | +74.1% | +73.5% |
| YTD | +51.9% | -26.4% | +78.3% | +88.6% |
| 1Y | +75.0% | -30.4% | +105.4% | +130.4% |
| 3Y | +224.5% | +13.5% | +211.0% | +183.8% |
| 5Y | -35.9% | -38.6% | +2.7% | -6.8% |
| All | +294.5% | +57.2% | +237.2% | +446.9% |
Cumulative growth
Daily Returns
Daily percentage return beside TRMB.
Daily Out/Under-Performance
Portfolio return minus TRMB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRMB return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded TRMB wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling